+61.9%
WING vs ALC
+21.6%
+40.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +1.2% |
| 7D | -0.1% | -3.7% | +3.5% | +1.7% |
| 30D | -6.0% | -3.7% | -2.3% | -4.2% |
| 3M | -23.5% | +4.6% | -28.0% | -25.2% |
| 6M | -52.0% | -14.6% | -37.4% | -48.5% |
| YTD | -53.8% | -11.9% | -41.9% | -51.3% |
| 1Y | -63.8% | -13.1% | -50.7% | -61.6% |
| 3Y | -30.8% | -15.0% | -15.8% | -28.1% |
| 5Y | -34.3% | -16.2% | -18.1% | -32.9% |
| All | +61.9% | +21.6% | +40.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling